Wealth Advisors, LLC

Fulcrum Wealth Advisors, LLC

10940 NE 33rd Place
Suite #210

Bellevue, WA 98004

4252506280

Connect with Fulcrum

General Information

Firm Start Year

2013

No. of Employees

2-4

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Education

BA - Corparate & Investment Management

Western Washington University
-September 1989

Disclosures

RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.

https://www.cetera.com/cetera-advisor-networks/clients#disclosures

Additional Detailed Disclosures
https://www.rothira.org/disclosure/1880990/rothira-Fulcrum-Wealth-Advisors,-LLC-detailed-disclosure.html

Disclaimer

Investment advisor representative of, and securities and investment advisory services offered through Cetera Advisors Networks LLC, member FINRA/SIPC, a broker-dealer, an investment advisor. Cetera is under separate ownership from any other named entity. Investment advisory services are also offered through Fulcrum Wealth Advisors, LLC. Fulcrum Wealth Advisors LLC is a registered investment advisor in the State of Washington.